机械ETF（516960）涨超2.1%，固态电池产业化提速或提振设备需求

Group 1 - BYD Energy signed a cooperation framework agreement with State Grid Hunan Comprehensive Energy Service Co., focusing on distributed energy storage [1] - Anhui Anwa New Energy successfully launched the first batch of engineering samples from its GWh-level solid-state battery production line, achieving an energy density exceeding 300Wh/kg [1] - The Ministry of Industry and Information Technology and five other departments issued a notice on green data center construction, emphasizing the use of efficient energy-saving equipment and energy storage technology [1] Group 2 - Solid-state batteries are accelerating in industrialization, characterized by policy-driven transitions to practical applications, with CATL's sulfide all-solid-state battery pilot line achieving an energy density of 450Wh/kg [2] - The supply side is facing excess pressure, with technological iterations being key to breakthroughs, as BC batteries are expected to have a premium of over 15% compared to conventional components [2] - Global photovoltaic demand remains resilient, with an expected component demand of 600GW in 2025 and potentially exceeding 1TW by 2030 [2] Group 3 - The Mechanical ETF tracks a specialized mechanical index, reflecting the overall performance of listed companies in high-end equipment manufacturing and intelligent manufacturing sectors [3]